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ACR Alpine Capital Research’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

ACR Alpine Capital Research’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,470
Closed -$517K – 33
2021
Q1 		$517K Buy
9,470
+113
+1% +$6.21K 0.03% 31
2020
Q4 		$516K Sell
9,357
-473
-5% -$25.8K 0.03% 28
2020
Q3 		$535K Buy
9,830
+1,200
+14% +$65.5K 0.04% 29
2020
Q2 		$467K Buy
8,630
+595
+7% +$31.7K 0.03% 31
2020
Q1 		$425K Sell
8,035
-2,526
-24% -$135K 0.03% 31
2019
Q4 		$565K Buy
10,561
+1,927
+22% +$103K 0.03% 25
2019
Q3 		$463K Buy
8,634
+50
+0.6% +$2.68K 0.02% 27
2019
Q2 		$456K Sell
8,584
-242
-3% -$12.7K 0.02% 26
2019
Q1 		$460K Hold
8,826
– – 0.02% 26
2018
Q4 		$451K Hold
8,826
– – 0.02% 27
2018
Q3 		$446K Sell
8,826
-980
-10% -$49.9K 0.02% 25
2018
Q2 		$500K Sell
9,806
-3,078
-24% -$156K 0.03% 27
2018
Q1 		$655K Sell
12,884
-1,169
-8% -$59.6K 0.04% 24
2017
Q4 		$726K Hold
14,053
– – 0.04% 23
2017
Q3 		$726K Sell
14,053
-1,446
-9% -$74.7K 0.04% 23
2017
Q2 		$795K Sell
15,499
-9,782
-39% -$500K 0.07% 18
2017
Q1 		$1.28M Hold
25,281
– – 0.11% 18
2016
Q4 		$1.27M Buy
25,281
+3,685
+17% +$187K 0.1% 19
2016
Q3 		$1.13M Sell
21,596
-192
-0.9% -$10.1K 0.08% 18
2016
Q2 		$1.15M Buy
+21,788
New +$1.13M 0.09% 18

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACR Alpine Capital Research's VTEB Position: Q2 2021 in Review

ACR Alpine Capital Research sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2021, closing a stake of 9,470 shares — an estimated $517K sold.

ACR Alpine Capital Research first reported a position in VTEB in Q2 2016 and held it in 20 quarters. The position peaked at $1.28M in Q1 2017. 617 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

  • ACR Alpine Capital Research reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2021 after selling out during the quarter.
  • ACR Alpine Capital Research sold 9,470 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $517K.
  • ACR Alpine Capital Research first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2016 and held it in 20 quarters.
  • ACR Alpine Capital Research's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.28M in Q1 2017.
  • 617 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on ACR Alpine Capital Research's 13F filing for Q2 2021, filed 28 Jul 2021.